{"id":6158,"date":"2023-06-19T06:38:39","date_gmt":"2023-06-19T11:38:39","guid":{"rendered":"https:\/\/wellnessfi.com\/staging3\/?page_id=6158"},"modified":"2026-10-17T17:27:40","modified_gmt":"2026-10-17T22:27:40","slug":"about-us","status":"publish","type":"page","link":"https:\/\/wellnessfi.com\/staging3\/about-us\/","title":{"rendered":"About us"},"content":{"rendered":"
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\n\t\tAbout Wellness Fi\t<\/h1>\n\n\n\t

\n\t\tWellnessFi provides bookkeeping, tax preparation, and financial advice for therapists, psychologists, and counselors in private practice. Mental health practices are the only businesses we work with. You get a dedicated team that knows your practice, so you can spend your energy on your clients instead of your books.\t<\/p>\n\n<\/div>\n\n\n\n

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See Pricing And Services<\/div><\/a><\/div><\/div>\n\n\n\n
Book A Free Consult<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n<\/div>\n\n\n\n
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\n\t\tAbout Wellness Fi\t<\/p>\n\n\n\t

\n\t\tWho We are\t<\/h2>\n\n\n\n

We’re a team of bookkeepers, tax advisors, and a CPA who work only with mental health practices. Since 2019, we’ve worked with about 300 private practices across the U.S., from solo counselors in their first year to group practices with several clinicians.<\/p>\n\n\n\n

Most accountants treat a therapy practice like any other small business. We don’t. We already know what an insurance deposit from your EHR looks like, how supervision fees and CEUs are handled, and when an S-corp starts to make sense for a clinician. You don’t have to explain your business to us before we can help.<\/p>\n\n\n\n

We’re based in Austin, Texas, and work with practices in every state.<\/p>\n\n<\/div>\n\n\n

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\n\t\tHow we work with you
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Your bookkeeper.<\/strong> Keeps your books current every month and sends you a clear report of what came in, what went out, and what to set aside for taxes.<\/p>\n\n\n\n

Your tax advisor.<\/strong> Your main point of contact. Answers your tax questions, plans ahead with you, and prepares your returns if we file for you. Our advisors include a CPA and IRS Enrolled Agents.<\/p>\n\n\n\n

The team behind them.<\/strong> Your advisor works with co-advisors and administrative specialists, so someone who can see your file is there when your advisor is away.<\/p>\n\n\n\n

Want the details? See our services and pricing<\/a>, or read about our bookkeeping<\/a> and tax preparation and S-corp help<\/a> for therapists.<\/p>\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n<\/div><\/div>\n\n\n

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\n\t\tWho we work with\t<\/h3>\n<\/div><\/div>\n\n\n\n
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We’re typically a good fit for:<\/h4>\n\n\n\n
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  • Licensed therapists (mental, physical, speech, occupational, massage), counselors, psychologists, social workers, nutritionists and others in private practice<\/li>\n\n\n\n
  • Solo practices that are ready to hand off the books<\/li>\n\n\n\n
  • Group practices with associates, payroll, and more than one location<\/li>\n\n\n\n
  • Practice owners thinking about an S-corp<\/li>\n<\/ul>\n<\/div>\n\n\n\n
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    We Might not be a good fit for:<\/h4>\n\n\n\n
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    • Construction, E-Commerce, Restaurants<\/li>\n\n\n\n
    • You’re not yet seeing clients, or your practice nets under about $50,000 a year. You may not need us yet, and we’ll tell you so.<\/li>\n\n\n\n
    • You prefer to have a software that you handle yourself & do the bookkeeping & accounting yourself.<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\n<\/div>\n\n\n
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      \n\t\tWellness Fi Team Members\t<\/h2>\n\n\n
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      \"Sarah<\/figure>\n\n\n\t

      \n\t\tSarah Al Haffar, CPA<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tTax Advisor<\/em>\t<\/h6>\n\n\n\t

      \n\t\tSarah has more than 15 years of experience in accounting, tax preparation, and tax planning. She enjoys working through each client’s situation, understanding their goals, and finding practical ways to lower their tax bill. Outside of work, Sarah spends time with her children, gardens, and reads about personal development and financial planning.\t<\/p>\n\n<\/div>\n\n\n

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      \"nicole<\/figure>\n\n\n\t

      \n\t\tNicole Brame, EA<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tIRS Enrolled Agent, Senior Tax Advisor<\/em>\t<\/h6>\n\n\n\t

      \n\t\tNicole has more than seven years of experience advising practice owners on their taxes. She makes sure clients understand what she’s doing for them and why. In her words: “Advising and teaching my clients is my favorite part of what I do. It’s more than telling you what to write off. It’s helping you build confidence and understand what’s going on with your practice financially.”\t<\/p>\n\n<\/div>\n\n\n

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      \"kathy<\/figure>\n\n\n\t

      \n\t\tKathy Presto, EA<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tIRS Enrolled Agent, Tax Advisor<\/em>\t<\/h6>\n\n\n\t

      \n\t\tKathy joined WellnessFi in January 2021 with more than nine years of experience in tax preparation and advising. She specializes in researching complex tax situations and is our go-to expert on California taxes. Outside of work, she surfs, hikes, and spends time outdoors with family and friends.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n

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      \n\t\tMark Schwarz<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tOperations<\/em>\t<\/h6>\n\n\n\t

      \n\t\tMark has helped more than 100 business owners grow revenue, lower expenses, and run their businesses more smoothly. He’s also seen the value of counseling firsthand: on their wedding day, he and his wife agreed to go to counseling at least once a year, and it’s been one of the healthiest decisions they’ve made. Mark lives in Austin, is a dad of four, and is an avid runner.\t<\/p>\n\n<\/div>\n\n\n

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      \n\t\tEddie Valls<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tFounder Emeritus\t<\/h6>\n\n\n\t

      \n\t\tEddie founded WellnessFi in 2019. Therapists and life coaches helped him through a quarter-life crisis and into becoming a confident, focused business owner, and he wanted to give back to the mental health community with what he knows best: accounting and finance. Eddie led WellnessFi until 2023 before moving on to other interests. He lives in Austin and spends as much time with his family as he can.\t<\/p>\n\n<\/div>\n\n\n

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      \"testimonial<\/figure>\n\n\n\t

      \n\t\tCaleb Mungasia<\/strong>\t<\/h4>\n\n\n\t
      \n\t\tOffice Manager<\/em>\t<\/h6>\n\n\n\t

      \n\t\tFill in calebs detials\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n

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